NEW REPORT REVEALS:
The Secrets to Creating an Adviser Remuneration Package That Encourages New Business, Cultivates Great Service, and is FoFA-Compliant...
A Three-Way Win For Your Business, Clients and Staff.
From:
The Desk of Sue Viskovic
Managing Director at Elixir Consulting


Since FoFA was introduced in 2013, it has become more and more difficult to run a financial advice firm - albeit for good reason.
Now more than ever it’s becoming harder and harder to structure a remuneration package that encourages the right behaviours; rewarding advisers for both bringing on new clients, and providing great service and advice to existing clients.

Achieving balance while staying compliant is no easy task...
Pay too much of a base salary, and your advisers get complacent and lazy, chewing up your profit margin without delivering quality outcomes.
Pay too little and you risk losing good advisers who know their worth and value a stable income.
Incorporate performance benefits in the wrong way, and (quicker than you can say "Royal Commission") you’ve breached FoFA.

At Elixir we regularly help our clients structure effective salary packages, and it’s no easy feat. 
My colleague Liz and I created this report because there’s an extreme lack of information on the subject of adviser remuneration. The closest thing to this report are salary surveys, but the simplified ranges just don’t offer enough detail on the structure and elements included in different offers.

Maybe you’re in the same boat as our clients - just looking for clarity on how to grow your firm while maintaining a high level of client service… But you don’t have the right information on how to pay your team effectively to foster that, while staying FoFA-compliant.

So if you want clarity on the subject, this report will show you how to achieve the perfect balance between rewarding advisers for bringing on new clients, and for helping current clients improve their lives.

The report details what we found after interviewing successful firms across Australia about how they’ve structured their remuneration packages, allowing them to manage and retain high performing, service oriented staff.
It shows you exactly how to design an effective remuneration structure...
It showcases six current remuneration models that are working for others…
And it provides you with a framework to aid in creating your own package.

Here is just a portion of what you’ll discover in the report:
  •  What to consider from a legal point of view to stay compliant
  •  How to reward the right behaviours and align the goals of your staff with those of your firm
  •  How to reward performance without focusing too much on sales or becoming non compliant 
  •  How to structure an equity offer to implement succession planning, and encourage key staff to stick around
  •  How to manage momentum and day to day communication to keep adviser activity and business growth on track
  •  6 complete example packages that let you see elements in action and help you choose the right model for your firm
  •  How to get advisers delivering outstanding service to clients, while contributing to the growth and profitability of your business
  •  How to structure your KPI’s to balance getting new clients into the business, while providing great service to existing clients
  •  Financial, and non-financial benefits you could include in your package to reward performance and encourage a great culture
  •  What to consider from a legal point of view to stay compliant
  •  How to reward the right behaviours and align the goals of your staff with those of your firm
  •  How to reward performance without focusing too much on sales or becoming non compliant 
  •  How to structure an equity offer to implement succession planning, and encourage key staff to stick around
  •  How to manage momentum and day to day communication to keep adviser activity and business growth on track
  •  6 complete example packages that let you see elements in action and help you choose the right model for your firm
  •  How to get advisers delivering outstanding service to clients, while contributing to the growth and profitability of your business
  •  How to structure your KPI’s to balance getting new clients into the business, while providing great service to existing clients
  •  Financial, and non-financial benefits you could include in your package to reward performance and encourage a great culture

The example packages alone will give you a ton of clarity on how to structure base salaries, bonuses and requirements, financial/non-financial KPI’s and benefits, and the things advisers are responsible for in the advice process.

There are 8 chapters in the report. Each of them shares specific, actionable advice, along with insight and examples from the research participants:

Chapter One shows you exactly what conflicted remuneration is, and how to avoid it.

Chapter Two shows you the key, overarching principles we discovered for making your package work for your business, employees, and clients.

Chapter Three gives you six example packages showing you what’s currently working for others, and giving you plenty of ideas about how to structure your own package.

Chapter Four gives you a range of non-financial benefits you can use to help encourage high performance.

Chapter Five shows you exactly how to manage and maintain momentum, how to track adviser performance, and how to share figures with the team to make growing your business easier.

Chapter Six shows you some great ways to offer equity to make sure key staff stick around, and make planning your succession easier.

Chapter Seven gives you clarity on what advisers are responsible for doing, for their remuneration in the businesses we researched.

Chapter Eight gives you the frameworks and templates to make designing your own package a breeze. The first is a checklist of points to consider when drafting or reviewing your remuneration package and policy. The second is a balanced scorecard template that you can download, and copy-and-paste to make your own.

Just imagine what your business would look like if you knew exactly how to create a package that balanced sales, service, and quality advice.
Imagine how much momentum you will have gained, and how efficient your firm would become…
Firms that get their remuneration right have the trifecta of happy clients, happy staff, and bottom lines that make the business owners very happy indeed.

This report is your roadmap to achieving that.
It will give you the right information, and all the clarity you need to make that happen.
It’s only 61 pages long, meaning you can read it in the first half of the day, and implement it in the second half.

And for $99, the value of the knowledge you'll gain is beyond comparison - you can't get this information anywhere else.
In fact, if you're not 100% satisfied with the information and insights in this report, let me know and I’ll send you a full refund with no questions asked.

Just click the "Get the Full Report" button below.
You’ll be taken to a page with a payment form, and all you have to do is enter your details, choose your payment method, and click the submit button.
Then, the report will be emailed to you immediately in digital format, so you can access it right away.
Please note this is a single purchase digital download, and it is sold on the condition that you will not pirate it, share the file publicly, or forward it to any users or devices not owned by the purchaser. By completing your purchase you are agreeing to these terms and conditions and acknowledge that you will not breach copyright by sharing the file.
To your success,
Sue Viskovic
P.S. Remember, everyday your advisers spend being lazy, or too focused on sales is a day your business’s reputation, profit, and growth are put on the line.
If you truly want to build a successful advice business, you need to figure out how to reward your staff for both bringing on new clients, AND servicing existing clients - all while maintaining compliance.
This report shows you exactly how to do so.

Don’t forget, if you fail to get value from this report, let me know and I’ll happily refund every cent you invested. No questions asked.
Click "Get the Full Report" right now, fill in your details, and the report will be emailed to you so you can access it right away.